See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,865 | $76,738-95.0% | $56,411-93.1% | $145,922-97.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 99.14% | 2994.23%-2895.1pp | 1701.33%-1602.2pp | 561.29%-462.1pp |
| Employer contribution / active EE | $150 | $1,380-89.1% | $1,039-85.6% | $4,660-96.8% |
| Participant deferral / active EE | $860 | $2,623-67.2% | $1,952-55.9% | $6,688-87.1% |
| Admin fee / account holder | $340 | $3,334-89.8% | $2,829-88.0% | $13,397-97.5% |